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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Life Brokers | Newton | NJ | 05/2017 | 09/2018 |
| Royal Buick Gmc | Sussex | NJ | 01/2017 | 04/2017 |
| Outdoor Sports Consulting | Sandyston | NJ | 05/2016 | 12/2017 |
| Archery America, Llc | Honesdale | PA | 09/2012 | 10/2017 |
| Sagepoint Financial, Inc. | Sparta | NJ | 10/2018 | 01/2020 |
| Lpl Financial Llc | Sparta | NJ | 01/2020 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1)01/07/2020 - 01/07/2020 - Elite Retirement Consultants LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2018 2)01/07/2020 - ENRICO BREX LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 2011. 3) 1/9/2020 - Elite Retirement Consultants, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 2011 - 30 Hours Per Month/10 Hours During Securities Trading - Selling LTC, health, life, and disability. 4) 07/23/2024 - Non-Inv Related - Sandyston, NJ - Other - Farm/timber sales activity - Started: 6/3/2024 - 1 Hr/Mo; 0 Hr During Trading. 5) 03/07/2025 - ERC Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 100 Hrs/Mth - 50 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
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